FinancialForce Accounting – Reporting and Dashboards

Better financial visibility across your organization

In addition to the core elements of the latest release for Accounts Payable, Accounts Receivable and General Ledger accounting, FinancialForce Accounting users also gain a range of ready-made and customizable financial reports and dashboards, which enable you to monitor Key Performance Indicators (KPIs) and get a real-time view of all areas of your business.

You can click on the images shown below to see more detail.

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Enhanced dashboard showing a complete overview of the current financial status of a company.
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Enhanced dashboard showing an overview of the companies Accounts Receivable.
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Enhanced dashboard showing an overview of the companies Accounts Payable.
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Enhanced dashboard showing an overview of the current cashflow situation of the business.

Click on any of the features below, to find out more about how FinancialForce Accounting could benefit your organization.

Designed for more effective reporting and analysis
Standard and customizable reports
Dashboards and KPIs
FinancialForce XL

Better visibility and transparency

Our unique chart of accounts design, means you have the most powerful and flexible reporting and analysis capabilities available in any accounting system today:

Hierarchies – within FinancialForce Accounting, we’ve built a dynamic reporting structure using hierarchies that can be changed quickly, without needing to restructure the chart of accounts. That means your accounting application can easily adapt with you as your business changes.
Dimensions – these can be used to create in-depth reports, for example comparing profitability by region, product, colour, project or any other criteria you want to analyse. This gives you complete flexibility, with multiple combinations and levels of reporting.

Flexibility and control to get the information you need.

FinancialForce Accounting gives you the ability to generate any type of financial report – from highly summarized balance sheets, income statements or cashflow forecasts, through to very detailed transaction reports, including tax returns and audit trails.

The application includes an impressive set of standard financial reports that should meet most of your day-to-day requirements – from listing transactions & journals to trial balances, aged debtors and Profit and Loss reports. However, if you need something specific, you can easily create a custom report. This is done using salesforce.com’s report-building wizard that simply takes you through the process step by step.

See the Application tour - Sample report Opens in new window

Instant visibility of financial status and performance

Because FinancialForce Accounting works as an integral part of your Salesforce CRM application, you benefit from a range of intuitive report-building and analysis tools that draw upon data in either or both applications. These include easy-to-create dashboards that show the key performance indicators, which you and your users need, to keep your most relevant business measures at your fingertips. With FinancialForce Accounting you can set up real-time, summarized information with complete drill-down capability. That way you have a complete view of what’s happening in your business – from top to bottom.

Seamless spreadsheet-based reporting

FinancialForce XL is a dedicated application that we have built to supplement our built-in reporting tools.

It is an add-in to Microsoft Excel® (version 2003 or above for Microsoft Windows®) that allows users to extract and work with FinancialForce documents, such as journals and invoices, within Excel and then post the data back into Accounting, all with full security built in to ensure you maintain control. FinancialForce XL is available to “full” Accounting customers, as a FREE download.